The Secure Act 2.0 - podcast episode cover

The Secure Act 2.0

Jan 12, 202328 minEp. 12
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Episode description

Now that Congress just passed the Secure Act 2.0, we wanted to talk about what changes you can expect. Some of these provisions start now while others won’t be implemented for years. Either way, it is good to understand what is happening and keep these changes in mind for the future. 

 Here is some of what you'll learn in this episode:

  • What is the Secure Act 2.0? (2:02)
  • How RMDs have changed under this new tax law. (6:39)
  • Here are some caveats you should be aware of. (17:18)

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